See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,229 | $169,032-8.2% | $129,207+20.1% | $145,922+6.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 20.88% | 14330.11%-14309.2pp | 9417.33%-9396.5pp | 561.29%-540.4pp |
| Employer contribution / active EE | $6,506 | $5,537+17.5% | $4,153+56.7% | $4,660+39.6% |
| Participant deferral / active EE | $15,725 | $4,987+215.3% | $4,168+277.3% | $6,688+135.1% |
| Admin fee / account holder | $597 | $9,954-94.0% | $7,715-92.3% | $13,397-95.5% |